Cases in Financial Planning
Author: Michael A. Dalton
Publisher:
Published: 2017
Total Pages: 422
ISBN-13: 9781936602445
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The Case Approach to Financial Planning
Author: John E. Grable
Publisher:
Published: 2016
Total Pages: 0
ISBN-13: 9781945424021
DOWNLOAD EBOOKThe Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Third Edition, fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and foundation for preparing a financial plan and provides students with a real-world demonstration of how a financial plan is developed.
Real Life Financial Planning with Case Studies
Author: Todd D. Bramson
Publisher:
Published: 2006-09
Total Pages: 0
ISBN-13: 9781596225404
DOWNLOAD EBOOKReal Life Financial Planning with Case Studies should be required reading for anyone with a checkbook or credit card! You will learn how to prioritize your financial goals, make decisions, and manage your complex financial life. The result is a financial plan that decreases worry and stress, knowing that you are in control and are systematically building and protecting your wealth. There is an amazing amount of practical advice packed into this book based on the wisdom gained from over 15,000 individual meetings that the authors have had with their clients?.....people just like you. You will learn how to: ? organize your financial affairs to meet YOUR needs; ? prioritize decisions so that you know WHAT to do WHEN; ? maximize financial security with CORRECT insurance and asset protection strategies; ? get CONTROL of your financial life; ? begin a path toward FINANCIAL INDEPENDENCE; ...and much, much MORE! Includes case study contributions by Steven P. Ford, CLF, LUTCF, John H. Langdon, Marc J. Del Gaudio, CFP?, John W. Reilly, and Lloyd Winkler, CSA, LUTCF. Special Bonus Chapter on ASSET PROTECTION written by Attorney Robert Kaufer!
Personal Financial Planning
Author: Joyce Nga
Publisher: Sunway University Press
Published: 2023-03-21
Total Pages: 568
ISBN-13: 9675492775
DOWNLOAD EBOOKThis book is a comprehensive guide on personal financial planning tailored for the Malaysia context, covering a wide range of relevant topics including consumer credit management, tax planning, bonds and shares, unit trust, real estate, insurance, estate planning, and an overview of Islamic wealth management. Whether you are an undergraduate student, aspiring or experienced financial planner, or just an average Malaysian looking for help to plan your finances, this holistic manual will have all your personal financial planning needs covered.
A Handbook of Case Studies in Finance
Author: Tarika Singh
Publisher: Cambridge Scholars Publishing
Published: 2017-06-20
Total Pages: 150
ISBN-13: 1443896225
DOWNLOAD EBOOKThis book links the theory of finance to the decisions related to various aspects of the financial management of an organisation. In order to provide the reader with a better understanding of the concept of finance, a theoretical guide to related terminology is included here. The case studies brought together require students to look deep into the concepts of finance in order to solve the problems and issues they present. The case studies here focus on important concepts of finance which help students to relate the concept with decision-making processes.
The One-Page Financial Plan
Author: Carl Richards
Publisher: Penguin UK
Published: 2015-03-31
Total Pages: 146
ISBN-13: 0241971675
DOWNLOAD EBOOKA simple, effective way to transform your finances and your life from leading financial advisor and New York Times columnist Carl Richards Creating a financial plan can seem overwhelming, but the best plans aren't long or complicated. A great plan has nothing to do with the details of how to save and invest your money and everything to do with why you're doing it in the first place. Knowing what's important to you, you will be able to make better decisions in any market conditions. The One-Page Financial Plan will help you identify your values and goals. Carl Richard's simple steps will show you how to prioritize what you really want in life and figure out how to get there. 'In a world where financial advice is (often purposely) complicated and filled with jargon, Carl Richards distils what matters most into something that is easy and fun to read' Wall Street Journal 'Feeling tormented by your finances? Read this book. Now. The One-Page Financial Plan helps you identify what you truly want from life, get crystal clear about the financial position you are starting from today, and develop a simple, actionable plan to narrow the gap between the two' Manisha Thakor, CEO at MoneyZen Wealth Management Carl Richards is a certified financial planner and a columnist for the New York Times, where his weekly Sketch Guy column has run every Monday for over five years. He is also a columnist for Morningstar magazine and a contributor to Yahoo Finance. His first book, The Behavior Gap, was very well received, and his weekly newsletter has readers around the world. Richards is a popular keynote speaker and is the director of investor education for the BAM ALLIANCE.
Financial Planning Essentials
Author: Warren McKeown
Publisher: John Wiley & Sons
Published: 2024-10-28
Total Pages: 516
ISBN-13: 1394286163
DOWNLOAD EBOOKThe second edition of Financial Planning Essentials delivers concise, contemporary, relevant and curriculum-aligned content carefully tailored to first-year undergraduate students. Students will be inspired, rather than saturated, by information on how to advise their future clientele about investment decisions throughout their lifetime. Encompassing the entire spectrum of client wealth management, from wealth development and protection to early investments, superannuation, and estate planning, this edition equips students with comprehensive knowledge and skills. A key focus is on instilling students with the necessary language and communication tools to deliver meaningful guidance to their future clients. Through a systematic exploration of fundamental concepts and technical competencies, Financial Planning Essentials, 2nd edition primes students for successful and fulfilling careers in financial planning. This text serves as an indispensable guide, fostering both readiness and enthusiasm among aspiring financial planners.
Case Studies in Management and Business (Volume 9) (UUM Press)
Author: Hapini Awang
Publisher: UUM Press
Published: 2024-06-16
Total Pages: 144
ISBN-13: 6294910293
DOWNLOAD EBOOKThe publication entitled “Case Studies in Management and Business” encompasses nine case studies exploring real-life scenarios. These case studies encompass a wide range of subject matter, including tax planning, data management, crisis management, financial planning, and strategic decision-making. Each case study addresses explicitly the academic disciplines and offers practical applications for students to develop their theoretical knowledge and analytical capabilities. Moreover, these case studies tackle organizations’ challenges across various sectors, fostering critical thinking and problem-solving abilities. This book suits individuals at different educational levels, including undergraduates, postgraduates, and those seeking professional development. It provides valuable insights into accounting, information technology, finance, and marketing management practices. Consequently, it is an invaluable resource for scholars and practitioners interested in comprehending and resolving intricate business issues.
Personal Financial Planning
Author: Kwok Ho
Publisher:
Published: 2023
Total Pages: 0
ISBN-13: 9781553224211
DOWNLOAD EBOOK"This text/reference book is the most up-to-date integrated presentation of the field of personal financial planning. This sixth edition has been thoroughly revised to incorporate changes in laws and professional requirements applicable to personal financial planning."--
Personal Finance
Author: Ramesh C Nainwal
Publisher: Ramesh C Nainwal
Published: 2023-12-23
Total Pages: 47
ISBN-13:
DOWNLOAD EBOOKExplore a transformative journey to financial well-being with 'Personal Finance: A Guide to Finance Harmony,' available now on Amazon. This guide covers essential topics such as financial literacy, creating a robust financial plan, debt management strategies, building wealth through investing, mastering budgeting, and much more. Probe into key areas like credit score management, insurance for your financial security, retirement planning, and estate planning to secure your legacy. Navigate common financial challenges with practical insights, and draw inspiration from real-life success stories. Embrace a wealth mindset and learn the art of continuous improvement and future planning. The book concludes with valuable insights to empower you on your path to financial harmony. Whether you're a college student, a homemaker, or a senior citizen planning for retirement, this book is a valuable resource for you and your upcoming financial endeavors.
